July'25
View the product updates and changes for July 2025.
π New Features
π Treatment Plan Locking π
You can now lock treatment plans. Once locked, prices can no longer be changed; preventing errors or unauthorized modifications later on.
π Permissions for Past-Day Access in Financial Reports π
You can now set how many past days of financial data users can view. Authorized users will only see historical financial data within the defined timeframe.
π Consent Status Indicator in Treatment Plans β
Treatments with completed and approved consent forms now show a checkmark icon. Hovering over the icon displays the consent date; making consent tracking easier at a glance.
π Recall Reports π
View recall performance and pending reminders on a single screen. Youβll find this report in the Overview page, bottom-right section.
β¨ Improvements
β¨ Proforma β Diagnosis Option π
Proformas now include a βWith/Without Diagnosisβ option, letting you choose whether to include diagnosis info in outputs.
β¨ Daily Tracking Report β Pagination & Filters π
Improved pagination and filtering options for the daily tracking report.
β¨ Tasks Rework β Color Codes & Usability βοΈ
Task page and workflows have been improved. Color codes clarified:
Yellow = Pending / Not yet due
Red = Overdue
Green = Completed
β¨ Treatment Plan β Tooth Chart Visibility Preference π¦·
The βShow/Hide Teethβ setting is now user-specific. Once hidden for a patient, the setting applies to other patients under the same user account.
β¨ Debt per Doctor Report β Last Payment Date ποΈ
Added Last Payment Date column and date filter. Debts can now be sorted and filtered by due date; specially useful for orthodontic and partial-payment clinics.
π οΈ Fixes
π οΈ User Permissions Copy β Inactive Users
Inactive users no longer appear by default when copying permissions. A user search field was also added for faster selection.
π οΈ Mobile β Appointment Statuses Synced with Web
Appointment statuses in the mobile app now fully match the web version; including names, colors, and status transitions.
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